RIAs: $500M – $1B AUM
2,405 RIAs in the $500M – $1B AUM range, ranked by reported regulatory assets.
West Branch Capital LLC
RIAAmherst, MA
AUM $690MTEAM 9REPS 4
Family Investment Center
RIASaint Joseph, MO
AUM $689MTEAM 20REPS 13
Intervest Capital Partners LLC
RIANew York, NY
AUM $689MTEAM 38REPS 6
East End Financial Group, Inc.
RIARiverhead, NY
AUM $689MTEAM 12REPS 7
Anchyra Partners LLC
RIAAtlanta, GA
AUM $689MTEAM 5REPS 3
Nvest Financial, LLC
RIAPortsmouth, NH
AUM $688MTEAM 16REPS 7
Signature Equity Partners, LLC
RIAColumbus, OH
AUM $688MTEAM 55REPS 34
9yards Capital Management LP
RIANew York, NY
AUM $688MTEAM 9REPS 4
Keenan Capital, LLC
RIABurlingame, CA
AUM $688MTEAM 6REPS 2
Siharum Advisors, LLC
RIABoston, MA
AUM $687MTEAM 9REPS 6
Atwater Malick
RIALancaster, PA
AUM $687MTEAM 6REPS 3
Alliance Advisory & Securities, LLC
RIAWestlake Village, CA
AUM $687MTEAM 21REPS 17
Smart Wealth, LLC
RIAOmaha, NE
AUM $686MTEAM 41REPS 19
Wealth Management Advisors, LLC
RIAGreenville, SC
AUM $686MTEAM 10REPS 5
Marotta Wealth Management, Inc.
RIACharlottesville, VA
AUM $686MTEAM 16REPS 9
MA Private Wealth, LLC
RIASan Carlos, CA
AUM $686MTEAM 7REPS 5
SER Capital Partners Management, LP
RIARedwood City, CA
AUM $686MTEAM 11REPS 3
Thayer Partners LLC
RIAAUM $686MTEAM 11REPS 9
Topspin Management Company Lbo LLC
RIAMamaroneck, NY
AUM $686MTEAM 10REPS 3
Indie Asset Partners, LLC
RIACarmel, IN
AUM $685MTEAM 9REPS 3
Precedent Wealth Partners, LLC
RIAHouston, TX
AUM $685MTEAM 12REPS 18
Providence Wealth Advisors, LLC
RIAFrankfort, IL
AUM $684MTEAM 11REPS 6
Integra Global Advisors LLC
RIAStamford, CT
AUM $684MTEAM 11REPS 8
Northern Financial Advisors, Inc
RIABloomfield Hills, MI
AUM $684MTEAM 11REPS 6
Other AUM ranges
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